Integrate Kylas with Printavo

Send information between Kylas and Printavo automatically, without writing any code, using Zoho Flow.

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Create an invoice in Printavo for the latest closed deals in Kylas

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Printavo each time a deal is won in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new order invoice in Printavo.
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Create an invoice in Printavo for the latest closed deals in Kylas

Kylas + Printavo

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Supported triggers and actions

Integrate Kylas and Printavo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Contact updated

Triggers when the details of an existing contact are updated

Deal created or updated

Triggers when a deal is created or updated

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Company created

Triggers when a new company is created

Call logs created or updated

Triggers when a call log is created or updated

Lead created or updated

Triggers when a lead is created or updated

Deal created

Triggers when a new deal is created

Lead updated

Triggers when the details of an existing lead are updated

Contact created or updated

Triggers when a contact is created or updated

Company created or updated

Triggers when a company is created or updated

Task created or updated

Triggers when a task is created or updated

Task updated

Triggers when the details of an existing task are updated

Task created

Triggers when a new task is created

Deal updated

Triggers when the details of an existing deal are updated

New customer

Triggers when a new customer is created

New task

Triggers when a new task is created

New user

Triggers when a new user is created

New expense

Triggers when a new expense is created

New payment

Triggers when a new payment is recorded

New inquiry

Triggers when a new inquiry is created

New invoice

Triggers when a new order invoice is created

Updated invoice

Triggers when the details of an existing order invoice are updated

New invoice status

Triggers when a new invoice status is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create deal

Creates a new deal

Create lead

Creates a new lead

Create company

Creates a new company

Create product or service

Creates a new product or service

Create contact

Creates a new contact

Update task

Updates the details of an existing task

Close deal

Closes the specified deal

Update product or service

Updates the details of an existing product or service

Update company

Updates the details of an existing company

Update lead

Updates the details of an existing lead

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Close lead

Close the specified lead

Fetch company

Fetches the details of an existing company using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch task

Fetches the details of an existing task using ID

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch lead

Fetches the details of an existing lead using ID

Create invoice

Creates a new order invoice

Create customer

Creates a new customer

Create inquiry

Creates a new inquiry

Create expense

Creates a new expense

Create task

Creates a new task

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch invoice by ID

Fetches the details of an existing invoice by ID

What is Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

CRM

What is Printavo?

Printavo is screen printing software. You can manage users, create shipping labels for orders, and view the history of changes on your activity feed.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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